Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares climbed in Friday’s premarket session as the chipmaker continues to capitalize on surging demand for artificial intelligence infrastructure.
According to data from TrendForce reported by Focus Taiwan on Friday, the company solidified its dominance by capturing nearly 70% of the global foundry market in 2025.
Market Share Gap Widens
Taiwan Semiconductor reported 2025 revenue of $122.54 billion, representing a 36.1% increase year-over-year. This growth lifted its global foundry market share to 69.9%, up from 64.4% in 2024.
In contrast, Samsung Electronics Co. Ltd. (OTC:SSNLF) remained a distant second with $12.63 billion in 2025 foundry sales. Samsung’s revenue fell 3.9% year-over-year, resulting in a 7.2% market share and highlighting the concentration of industry growth within Taiwan Semiconductor’s leading-edge production lines.
During the fourth quarter of 2025, Taiwan Semiconductor’s market share reached 70.4%. While this was a slight dip from 71.0% in the third quarter, quarterly revenue still rose 2.0% sequentially to $33.72 billion.
TrendForce attributed this revenue growth to higher average selling prices driven by robust demand for the 3-nanometer process, which offset a minor quarter-over-quarter decline in shipments.
Industry Performance and Competitive Landscape
The broader industry saw the 10 largest foundries generate a combined $169.47 billion in 2025 sales, a 26.3% increase over the previous year.
Following the two market leaders, China’s Semiconductor Manufacturing International Corp. ranked third with $9.33 billion in revenue and a 5.32% share.
United Microelectronics Corp. (NYSE:UMC) followed with $7.63 billion and a 4.35% share, while GlobalFoundries Inc. (NASDAQ:GFS) recorded $6.79 billion, representing 3.87% of the market.
The remaining top 10 positions included China’s Huahong Group at $4.50 billion (2.6%) and Israel’s Tower Semiconductor Ltd. (NASDAQ:TSEM) at $1.57 billion (0.89%).
Taiwan’s Vanguard International Semiconductor followed closely at $1.56 billion (0.89%), alongside China’s NexChip at $1.51 billion (0.86%) and Taiwan’s Powerchip Semiconductor Manufacturing at $1.40 billion (0.80%).
Taiwan Semiconductor Technical Analysis
TSM is trading 5.6% below its 20-day simple moving average (SMA), but 7.4% above its 100-day SMA, which keeps the longer-term trend constructive even as the short-term trend is still repairing. Shares are up 96.23% over the past 12 months and are positioned closer to their 52-week highs than lows.
The RSI is at 42.08, which sits in neutral territory but leans toward “cooling” momentum rather than an overbought condition. Meanwhile, MACD is at -0.0829 versus a signal line at 4.5270, a bearish configuration that suggests rallies may still face selling pressure until momentum flips.
The combination of RSI in the 30–50 range and bearish MACD suggests mixed momentum.
- Key Resistance: $351.50
- Key Support: $319.00
TSM Price Action: Taiwan Semiconductor shares were up 1.29% at $341.07 during premarket trading on Friday, according to Benzinga Pro data.
Photo via Shutterstock
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